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PIMCO Active Bond Exchange-Traded Fund

343 hedge funds and large institutions have $2.03B invested in PIMCO Active Bond Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 171 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $540K

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

125% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 76

14% more funds holding in top 10

Funds holding in top 10: 2933 (+4)

12% more capital invested

Capital invested by funds: $1.8B → $2.03B (+$222M)

8% more funds holding

Funds holding: 318343 (+25)

0.32% more ownership

Funds ownership: 53.51%53.82% (+0.32%)

Holders
343
Holders Change
+25
Holders Change %
+7.86%
% of All Funds
6.92%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.67%
New
41
Increased
171
Reduced
76
Closed
15
Calls
$1.81M
Puts
$540K
Net Calls
+$1.27M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$113M +$11.5M +102,080 +11%
Wells Fargo
2
Wells Fargo
California
$102M +$6.34M +56,421 +7%
BCI
3
Brinker Capital Investments
Pennsylvania
$95.1M +$19.2M +170,886 +25%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$86.6M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$73.9M -$2.15M -19,080 -3%
KFA
6
Kays Financial Advisory
Georgia
$68.7M +$9.46M +84,170 +16%
JP Morgan Chase
7
JP Morgan Chase
New York
$64M +$6.25M +55,578 +11%
Bank of America
8
Bank of America
North Carolina
$63.3M +$42.8K +381 +0.1%
LPL Financial
9
LPL Financial
California
$52.4M +$9.93M +88,337 +23%
UBS Group
10
UBS Group
Switzerland
$46.3M +$8.66M +77,007 +23%
CW
11
CreativeOne Wealth
Kansas
$41.6M +$22.9M +203,308 +122%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$40.4M +$5.89M +52,357 +17%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$39.5M +$4.74M +42,165 +14%
WP
14
WealthPLAN Partners
Nebraska
$35.8M +$3.7M +32,943 +11%
Osaic Holdings
15
Osaic Holdings
Arizona
$35.1M +$1.7M +15,104 +5%
Stifel Financial
16
Stifel Financial
Missouri
$30.8M +$1.69M +15,076 +6%
Jane Street
17
Jane Street
New York
$29.8M +$29.8M +264,760 New
YAL
18
Your Advocates Ltd
Texas
$28M -$10.2M -90,921 -27%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$24.2M -$382K -3,395 -2%
RJA
20
Raymond James & Associates
Florida
$23.3M +$140K +1,244 +0.6%
SC
21
Scotia Capital
Ontario, Canada
$22.8M +$1.48M +13,152 +7%
PIN
22
Prudent Investors Network
California
$22.1M +$294K +2,612 +1%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$22M +$135K +1,200 +0.6%
JWBC
24
John W. Brooker & Co
California
$21.9M -$1.49M -13,261 -6%
RMC
25
Regis Management Company
California
$21.2M +$2.05M +18,209 +11%

BOND Hedge Fund Activity: Q3 2020 in Review

343 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2020, worth a combined $2.03B — up 12% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BOND positions and 15 closed out — a net gain of 26 holders — while 171 added to existing stakes and 76 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $29.8M. The largest seller was AE Wealth Management, cutting an estimated $20.9M.

  • 343 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2020, up from 318 in Q2 2020.
  • Funds reported $2.03B of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2020, up 12% quarter-over-quarter.
  • 41 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2020 and 15 closed out, a net change of +26 holders.
  • The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2020 was Jane Street, an estimated $29.8M added.
  • The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2020 was AE Wealth Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2020.